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Monthly Archives: April 2021

The dangers of undue influence over a will-maker

Estate Planning & Undue Influence Over a Will-Maker

By Andre O. McDonald |

When an individual becomes quite elderly or ill, they also become susceptible to manipulation from those who will defraud or steal from them. Targeted attacks on vulnerable older people to exert what attorneys deem “undue influence” constitutes elder abuse. It disrupts the older persons’ impulse to provide for loved ones and instead leaves assets… Read More »

Why emergency planning is critical

Emergency Planning: Why You Shouldn’t Wait

By Andre O. McDonald |

Emergency planning sounds like something your mother used to lecture you about, right? And how often have you wished that you’d followed your mother’s good advice? Nobody really wants to think in advance about accidents or illness. But if no advance emergency planning has been done, and if an elderly parent has broken a… Read More »

Parkinson's Disease + Estate Planning

April is Parkinson’s Disease Awareness Month

By Andre O. McDonald |

Every April, the global Parkinson’s community engages to support awareness of Parkinson’s disease (PD), a disease whose cause remains largely unknown although treatment options exist. This year the Parkinson’s Foundation campaign theme is #KnowMorePD. The goal of raising awareness can help make lives better for people with Parkinson’s disease, generate ideas to improve care, educate, and fundraise to help… Read More »

Estate Planning strategies to help surviving spouse protect inherited IRA from creditors

Warning: Don’t Let Creditors Inherit from You or Your Spouse

By Andre O. McDonald |

Although a surviving spouse receives special treatment when inheriting a retirement account such as an IRA (the ability to roll over the account into a personal retirement account and to stretch the distributions over their lifetime), the retirement account you leave for your spouse can still be seized in a divorce, a lawsuit, or… Read More »

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